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U.S. Building Products Industry Analysis

UpdatedMar 19, 2026
DataAggregated Company Financials
Companies49
  • 7D-2.6%
  • 3M4.0%
  • 1Y8.8%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 2.3%, and Trane Technologies contributed the most with a 1.3% decline. In the past year, the industry has gained 11%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Mar 2026US$383.0bUS$158.6bUS$11.9b20.2x32.2x2.4x
Sat, 14 Feb 2026US$434.8bUS$164.1bUS$11.6b23.1x37.4x2.6x
Mon, 12 Jan 2026US$376.4bUS$163.6bUS$11.6b21.6x32.6x2.3x
Wed, 10 Dec 2025US$368.5bUS$163.6bUS$11.2b19x32.8x2.3x
Fri, 07 Nov 2025US$383.4bUS$157.6bUS$11.7b20.3x32.7x2.4x
Sun, 05 Oct 2025US$390.9bUS$160.9bUS$12.5b22.4x31.2x2.4x
Tue, 02 Sep 2025US$397.4bUS$160.7bUS$12.8b23.3x30.9x2.5x
Thu, 31 Jul 2025US$415.3bUS$162.5bUS$14.1b21.3x29.5x2.6x
Sat, 28 Jun 2025US$398.0bUS$163.5bUS$14.0b20.7x28.4x2.4x
Mon, 26 May 2025US$391.2bUS$163.4bUS$14.0b21.2x27.9x2.4x
Wed, 23 Apr 2025US$331.9bUS$162.7bUS$13.4b18.8x24.8x2x
Fri, 21 Mar 2025US$366.1bUS$162.7bUS$13.4b19.9x27.3x2.3x
Sun, 16 Feb 2025US$390.8bUS$162.1bUS$14.1b20.7x27.8x2.4x
Tue, 14 Jan 2025US$383.6bUS$163.6bUS$14.3b20.2x26.8x2.3x
Thu, 12 Dec 2024US$421.5bUS$162.3bUS$14.3b22.1x29.5x2.6x
Sat, 09 Nov 2024US$422.8bUS$162.5bUS$14.3b21.9x29.6x2.6x
Mon, 07 Oct 2024US$422.1bUS$164.3bUS$16.4b22.6x25.7x2.6x
Wed, 04 Sep 2024US$395.7bUS$164.3bUS$16.4b21x24.1x2.4x
Fri, 02 Aug 2024US$392.3bUS$164.4bUS$16.6b20.8x23.6x2.4x
Sun, 30 Jun 2024US$362.6bUS$162.7bUS$14.3b20.1x25.4x2.2x
Tue, 28 May 2024US$385.6bUS$163.8bUS$14.3b21.2x26.9x2.4x
Thu, 25 Apr 2024US$362.3bUS$165.2bUS$14.7b22.8x24.7x2.2x
Sat, 23 Mar 2024US$378.0bUS$166.7bUS$14.8b23.9x25.5x2.3x
Mon, 19 Feb 2024US$347.2bUS$168.2bUS$14.9b21x23.3x2.1x
Wed, 17 Jan 2024US$330.5bUS$175.3bUS$14.8b19.3x22.3x1.9x
Fri, 15 Dec 2023US$317.0bUS$175.4bUS$14.8b19.5x21.4x1.8x
Sun, 12 Nov 2023US$285.6bUS$175.4bUS$14.2b16.6x20.1x1.6x
Tue, 10 Oct 2023US$269.6bUS$171.9bUS$14.8b16.8x18.2x1.6x
Thu, 07 Sep 2023US$285.1bUS$171.9bUS$14.8b16.9x19.2x1.7x
Sat, 05 Aug 2023US$294.2bUS$172.1bUS$14.8b17.5x19.8x1.7x
Mon, 03 Jul 2023US$282.2bUS$174.0bUS$15.2b16.4x18.6x1.6x
Wed, 31 May 2023US$244.7bUS$174.0bUS$15.2b14.1x16.1x1.4x
Fri, 28 Apr 2023US$244.5bUS$176.2bUS$15.7b14.8x15.6x1.4x
Sun, 26 Mar 2023US$237.0bUS$175.5bUS$16.7b13.3x14.2x1.4x
Price to Earnings Ratio

14.2x


Total Market Cap: US$237.0bTotal Earnings: US$16.7bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 31.9x which is higher than its 3-year average PE of 25.4x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-2.19%
Industrials-2.66%
Building-2.59%
Building Products-2.59%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AWI Armstrong World IndustriesUS$169.971.3%
+US$96.4m		18.8%PE23.6x
OC Owens CorningUS$107.860.5%
+US$42.6m		-26.8%PS0.9x
CAPT CaptivisionUS$0.4710.8%
+US$1.5m		-26.1%n/a
CSTE CaesarstoneUS$0.740.1%
+US$43.4k		-74.9%PS0.06x

Latest News

AAON
US$78.55
AAON
7D
-14.2%
1Y
-3.6%

AAON: Data Center Cooling Strength Will Support Margins Despite Rubin Chip Concerns

The analyst fair value estimate for AAON has been raised by $2.50 to $122.75, as analysts point to updated price targets and expectations for revenue and gross profit that are above prior Street views, while still viewing data center cooling demand as intact despite recent concerns. Analyst Commentary Recent Street research on AAON highlights a mix of optimism around long term growth drivers and some near term questions on execution, especially following recent quarterly results and market reactions.
TT
US$426.70
Trane Technologies
7D
-1.3%
1Y
21.9%
OC
US$107.86
Owens Corning
7D
0.5%
1Y
-26.8%
AWI
US$169.97
Armstrong World Industries
7D
1.3%
1Y
18.8%
CSL
US$338.83
Carlisle Companies
7D
-4.0%
1Y
-2.7%

CSL: Ongoing Buybacks And Acquisition Plans Will Drive Future Returns

Analysts have raised their price target for Carlisle Companies to about $397 from about $390, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E that feed into their valuation work. What's in the News Carlisle Companies issued earnings guidance for 2026, expecting consolidated revenues to be up by a low single digit percentage year over year.
CARR
US$57.61
Carrier Global
7D
-1.8%
1Y
-14.9%

CARR: Data Center Cooling And AI Tools Will Support Future Upside

Carrier Global's analyst price target has inched higher to about $71.80 from roughly $71.66 as analysts factor in a slightly lower discount rate and steady assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates on Carrier Global show a mix of optimism and caution, with several firms adjusting price targets in both directions and fine tuning expectations around execution and growth.
AOS
US$64.02
A. O. Smith
7D
-6.0%
1Y
-5.3%
JCI
US$133.76
Johnson Controls International
7D
-0.9%
1Y
61.4%

JCI: HVAC Supercycle Dependence Will Pressure Shares If Data Center Demand Shifts

Narrative Update The updated analyst view lifts the Johnson Controls International fair value estimate from about $82.49 to roughly $113.27. This reflects higher Street price targets that are supported by analyst expectations for stronger revenue growth, slightly improved profit margins, and a lower assumed future P/E multiple.
WMS
US$135.39
Advanced Drainage Systems
7D
-8.0%
1Y
21.0%

WMS: Buyback Expansion And Earnings Outlook Will Support Future Premium P E Profile

Our Analyst Price Target for Advanced Drainage Systems has been trimmed slightly by $0.80 to $197.20, even as analysts broadly lift their Street targets on the stock, supported by refreshed assumptions around discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Recent Street research has tilted more constructive on Advanced Drainage Systems, with several bullish analysts lifting their price targets by a wide range of dollar amounts while refining their assumptions for discount rates, revenue growth, margins and future P/E multiples.
LII
US$477.99
Lennox International
7D
-6.0%
1Y
-19.2%

LII: Higher Discount Rate And Margin Pressure Will Restrain Future Returns

Analysts have reduced their price target on Lennox International to $452.63 from $501.49, citing updated assumptions that include slightly higher revenue growth, a lower profit margin, a modestly lower future P/E, and a higher discount rate. What's in the News Lennox International issued earnings guidance for 2030, with expected revenue in a range of $6.5b to $7.5b.
CSTE
US$0.74
Caesarstone
7D
0.1%
1Y
-74.9%
CAPT
US$0.47
Captivision
7D
10.8%
1Y
-26.1%